Industrial and Business Consultancy
Mergers & Acquisitions (M&A) Advisory
Mergers & Acquisitions (M&A) Advisory
What is M&A Advisory?
Mergers & Acquisitions Advisory services help businesses in
buying, selling, merging, or restructuring companies. Expert advisors provide
strategic, financial, legal, and operational guidance to maximize value and
ensure smooth execution of the transaction.
Benefits of
M&A Advisory
·
Strategic Growth: Expand into new markets, products, or geographies.
·
Increased Valuation: Unlock higher enterprise value through synergies.
·
Access to Capital &
Networks: Connect with investors,
lenders, and potential buyers.
·
Risk Mitigation: Identify legal, financial, and operational risks before closing.
·
Negotiation Advantage: Professional advisors secure better terms and pricing.
·
Confidentiality: Secure handling of sensitive business data.
·
Faster Execution: Streamlined process with expert support.
M&A Process
1. Initial Assessment & Strategy:
o
Define objectives (buy,
sell, merge).
o
Evaluate industry and
market opportunities.
2. Valuation & Due Diligence:
o
Business valuation
(financial, asset-based, or market approach).
o
Due diligence on
financials, legal, tax, and operations.
3. Structuring the Deal:
o
Decide transaction
structure (share purchase, asset purchase, merger).
o
Tax and compliance
planning.
4. Finding Buyers/Sellers:
o
Shortlisting potential
targets or investors.
o
Confidential negotiations.
5. Negotiation & Agreement:
o
Drafting LOI (Letter of
Intent) & MoU.
o
Negotiating terms,
pricing, warranties, and indemnities.
6. Regulatory Approvals & Compliance:
o
Approvals from authorities
(SEBI, RBI, CCI, MCA, etc. as applicable).
o
Statutory filings.
7. Closing & Integration:
o
Final agreement signing.
o
Transfer of ownership.
o
Post-merger integration
(systems, people, operations).
Required Documents
(Indicative list – may vary based on transaction type)
·
Corporate Documents:
o
Certificate of
Incorporation, MOA & AOA
o
Shareholding pattern &
Board resolutions
o
Statutory registers
·
Financial Documents:
o
Audited financial
statements (3–5 years)
o
Management accounts,
forecasts, budgets
o
Tax returns & GST
filings
·
Legal Documents:
o
Contracts & agreements
(vendors, customers, employees)
o
Intellectual Property
documents
o
Licenses & regulatory
approvals
·
Operational Documents:
o
Organization chart &
HR records
o
Details of assets &
liabilities
o
Insurance policies
Service Related FAQ
What is M&A advisory?
Guidance provided to companies on buying, selling, merging, or restructuring businesses.
Who needs M&A advisory services?
Businesses looking to expand, divest, partner, or restructure.
What do M&A advisors do?
Valuation, deal structuring, negotiation, due diligence, and closing support.
How long does an M&A process take?
Typically 6–12 months, depending on deal size and complexity
What are the key benefits of M&A advisory?
Maximized deal value, risk reduction, expert negotiation, and smooth execution.
